Posts filed under “Financial Press”

10 Sunday Reads

Settle in for some snowy Sunday morning reads:

• Questioning Your Most Dangerous Assumptions: Does Rebalancing Add Value? (Newfound)
• The History of the Global Equity Portfolio (Pragmatic Capitalism)
• Value Investing Fund Assessment: The Incorrect Approach (Alpha Architect)
• Swedroe: Be Leery Of Hedge Funds (ETF.com) see also Hedge Fund Wades Into RadioShack’s Rough Waters (WSJ)
• Why Tesla’s battery for your home should terrify utilities (Verge)
• The Primary Tactics Used to Influence Others (Farnam Street)
• Guy Who Gets Paid to Say Obamacare Doesn’t Work Can’t Find a Single True Fact to Support His Case (NY Magsee also Krugman: The Mystery of Moore (NYTimes)
• How to Counter the Russian Information War (Foreign Affairs)
• Would you leave your family behind to live on Mars? These people would. (Washington Post)
• FiveThirtyEight’s Election-Style Oscar Predictions (FiveThirtyEight) see also The Biggest Best Picture Upsets At The Oscars In The Past 25 Years (FiveThirtyEight)

What are you reading?

 

Slow Burn

Source: WSJ

 

Category: Financial Press

10 Weekend Reads

Settle into your favorite easy chair, pour a cup of joe, and enjoy our longer form weekend reading: • The Riddle of Tampa Bay: Harold and Jay Bowen—who alone have managed billions for Tampa’s police and firefighters for forty years—may be two of the greatest stock pickers of all time. (Chief Investment Officer) • Your Brain Is Primed To…Read More

Category: Financial Press

10 Friday AM Reads

Here are our end of week morning train reads: • Walmart CEO Doug McMillon letter to associates regarding minimum salaries (Walmart) see also A stimulus plan for the heretofore unstimulated (TRB) • Revealed: The experts Apple hired to build an electric car (9to5 mac) • Why Nasdaq in 2015 is not the same as 2000 (Irrelevant Investor) • Your Alpha…Read More

Category: Financial Press

Another one from the archives I was saving for while I am otherwise occupied. Enjoy. ~~~ Having a fluency in the writing arts is one of the prerequisites for a career in journalism. The ability to sum up an event in an understandable manner is crucial. But people with highly developed language skills often lack…Read More

Category: Financial Press

10 Thursday AM Reads

Happy Chinese New Year — the year of the goat.  But there are no goats in our morning train reads: • Why the Alarms About a Slight Rate Hike? (WSJ) see also Fed Appears to Hesitate on Raising Interest Rate (NYT) • Bull Signal: Basic Material Stocks Starting to Rally (Barron’s) • The Miracle of Minneapolis: No other place mixes…Read More

Category: Financial Press

“Pulling Out All The Stops”

Cassandra Does Tokyo is an Investment Banker now relocated to Japan ~~~ Journos, observers, commentators, bloggers, traders, analysts, strategies, newscasters, reporters, and so it seems just about everyone else has a view on QE. And the result is overwhelminglyINTENSE. They’ve PULLED OUT ALL THE STOPS!!!!. No, not the ECB. I mean, anyone writing about the ECB’s announced…Read More

Category: Federal Reserve, Financial Press, Think Tank

10 Wednesday AM Reads

Another lovely day in NYC — crisp sunny and cold. It might be warmer after you absorb our extra-strength morning train reads: • Why Active Management Fell Off a Cliff – Perhaps Permanently (TRB) but see If you want to make money on the markets you’ve got to tune out the noise (National Post) • Apple Pay gets a big vote…Read More

Category: Financial Press

10 Tuesday AM Reads

Its a vacation week in the States, but thats doesn’t mean we stop reading, and neither should you. My morning train reads: • Physics in finance: Trading at the speed of light (Nature) • Credit Suisse Global Investment Returns Yearbook 2015 (Credit Suisse) • Josh’s awesome investment mix (Reformed Broker) • Goldman Sachs Doesn’t Care What You Think (Epicurean Dealmaker) • Gary Shilling…Read More

Category: Financial Press

10 President’s Day Reads

3 day weekend! No worries, we have some morning reads for you: • Some of the Oldest Companies in the Tech Industry Are Hitting Multiyear Highs (Slate) •  The NYTimes could be worth $19bn instead of $2bn (Monday Note) • Japan’s Weak GDP Belies Progress in Deflation Battle (Bloomberg) • Meanwhile, at the “Best House in a Bad Neighborhood”……Read More

Category: Financial Press

10 Sunday Reads

Good Sunday morning. As the Northeast settles in for some cold winter weather, its 73 degrees in La Jolla, where I am decidely not. And some morning reads: • Here’s a $9 Trillion Question (Bloomberg) • What Do Low Interest Rates Mean for Stock Market Returns? (A Wealth of Common Sense) • Tech Leads the Way as Nasdaq…Read More

Category: Financial Press